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Exxon Mobil
XOM

Overview Fund Activity

3,508 hedge funds and large institutions have $257B invested in Exxon Mobil in 2023 Q2 according to their latest regulatory filings, with 147 funds opening new positions, 1,421 increasing their positions, 1,492 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,508
Holders Change
+11
Holders Change %
+0.31%
% of All Funds
55.32%
Holding in Top 10
303
Holding in Top 10 Change
-88
Holding in Top 10 Change %
-22.51%
% of All Funds
4.78%
New
147
Increased
1,421
Reduced
1,492
Closed
102
Calls
$5.65B
Puts
$4.81B
Net Calls
+$838M
Net Calls Change
-$348M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$570M
2
Capital International Investors
Capital International Investors
California
+$445M
3
Capital World Investors
Capital World Investors
California
+$385M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$384M
5
Bank of America
Bank of America
North Carolina
+$305M

Top Sellers

1
State Street
State Street
Massachusetts
-$1.32B
2
GQG Partners
GQG Partners
Florida
-$965M
3
BlackRock
BlackRock
New York
-$641M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$594M
5
First Trust Advisors
First Trust Advisors
Illinois
-$504M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
1501
Strategic Financial Services
New York
$2.6M +$110 +1 +0%
WG
1502
Winton Group
United Kingdom
$2.6M -$4.51M -42,073 -63%
DAC
1503
Dividend Assets Capital
South Carolina
$2.59M +$137K +1,273 +6%
AFP
1504
Ausdal Financial Partners
Iowa
$2.59M -$143K -1,331 -5%
BIM
1505
Bridgecreek Investment Management
Oklahoma
$2.59M +$91.2K +850 +4%
FWM
1506
Focused Wealth Management
New York
$2.59M -$31K -289 -1%
ATC
1507
Adirondack Trust Company
New York
$2.59M -$23.4K -218 -0.9%
UAS
1508
United Asset Strategies
New York
$2.59M -$911K -8,496 -26%
MPW
1509
Monterey Private Wealth
California
$2.59M +$279K +2,606 +12%
CFA
1510
CWS Financial Advisors
Michigan
$2.59M -$54.6K -509 -2%
BFC
1511
Bedel Financial Consulting
Indiana
$2.58M +$429 +4 +0%
MIM
1512
Morningstar Investment Management
Illinois
$2.58M +$274K +2,555 +12%
OIM
1513
Opus Investment Management
Massachusetts
$2.57M – – –
MCCP
1514
Mission Creek Capital Partners
California
$2.57M -$268K -2,503 -9%
PMFA
1515
Plante Moran Financial Advisors
Michigan
$2.57M -$23.2K -216 -0.9%
LOAMS
1516
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.56M -$65.7K -613 -3%
RBC
1517
Romano Brothers & Co
Illinois
$2.55M -$30.4K -283 -1%
LCM
1518
Logan Capital Management
Pennsylvania
$2.55M -$87.9K -820 -3%
ZB
1519
Zions Bancorporation
Utah
$2.54M -$7.4K -69 -0.3%
KCM
1520
Kathmere Capital Management
Pennsylvania
$2.54M +$77.6K +724 +3%
STA
1521
Summit Trail Advisors
New York
$2.53M +$713K +6,651 +39%
TT
1522
TI-Trust
Illinois
$2.53M -$182K -1,694 -7%
CG
1523
CFO4Life Group
Texas
$2.53M -$71.3K -665 -3%
MCIA
1524
Mountain Capital Investment Advisors
Colorado
$2.53M -$722K -6,841 -22%
HRC
1525
Hoertkorn Richard Charles
$2.52M – – –
59 60
61
62 63